KJHP
GMZ

K.J. Harrison & Partners’s Goldman Sachs MLP Income Opportunities Fund GMZ Stock Holding History

K.J. Harrison & Partners’s Portfolio GMZ Stock Details GMZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-2,143
Closed -$123K – 184
2015
Q4 		$123K Buy
+2,143
New +$154K 0.05% 154

Other funds holding GMZ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BRF
B. Riley Financial Los Angeles, California $456M AUM 896.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

K.J. Harrison & Partners's GMZ Position: Q1 2016 in Review

K.J. Harrison & Partners sold out of Goldman Sachs MLP Income Opportunities Fund (GMZ) in Q1 2016, closing a stake of 2,143 shares — an estimated $123K sold.

K.J. Harrison & Partners first reported a position in GMZ in Q4 2015 and held it in 1 quarter. The position peaked at $123K in Q4 2015. 42 funds tracked by Wall St. Rank hold GMZ as of Q1 2016.

  • K.J. Harrison & Partners reported no remaining Goldman Sachs MLP Income Opportunities Fund position as of Q1 2016 after selling out during the quarter.
  • K.J. Harrison & Partners sold 2,143 Goldman Sachs MLP Income Opportunities Fund shares in Q1 2016, an estimated $123K.
  • K.J. Harrison & Partners first reported a position in Goldman Sachs MLP Income Opportunities Fund in Q4 2015 and held it in 1 quarter.
  • K.J. Harrison & Partners's Goldman Sachs MLP Income Opportunities Fund position peaked at $123K in Q4 2015.
  • 42 funds tracked by Wall St. Rank held Goldman Sachs MLP Income Opportunities Fund as of Q1 2016.

Based on K.J. Harrison & Partners's 13F filing for Q1 2016, filed 26 Apr 2016.